Nelson Capital Management, LLC IGSB Holdings History
Nelson Capital Management, LLC's iShares 1-3 Year Credit Bond ETF Holding Summary
As of 2025-03-31, Nelson Capital Management, LLC held 511,597.00 shares of iShares 1-3 Year Credit Bond ETF(IGSB), totaling $26.79 Mil. This investment constitutes 4.63% of their stock portfolio, and Nelson Capital Management, LLC now holds 0.13% of the outstanding iShares 1-3 Year Credit Bond ETF(IGSB) stock.
The initial trade took place in 2023Q1. And since then Nelson Capital Management, LLC has made 6 purchases of IGSB, at an average price of $50.38, for a total of 534,380.00 shares. In addition, there have been 3 sales at an average price of $50.64 for 22,783.00 shares. Based on historical transaction data and IGSB's current price of $52.68, Nelson Capital Management, LLC's estimated gain on his IGSB holdings is $1.18 Mil, reflecting a 4.39% gain to date.
Nelson Capital Management, LLC IGSB ($52.68) Holding Chart
Nelson Capital Management, LLC IGSB ($52.68) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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